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OneAscent Large Cap Core ETF (OALC) Institutional Ownership

$30.54 +0.31 (+1.03%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for OneAscent Large Cap Core ETF (NYSEARCA:OALC)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$38.14M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$5.46M
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OALC Institutional Buying and Selling by Quarter

OneAscent Large Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 TrueWealth Advisors LLC75,615$2.24M0.7%+20.5%1.939%
11/15/2024Jane Street Group LLC12,394$362K0.0%-73.2%0.318%
11/7/2024OneAscent Wealth Management LLC1,036,449$30.31M11.5%-2.4%26.576%
11/5/2024Patron Partners LLC86,125$2.52M1.4%+3.5%2.208%
11/1/2024Atria Investments Inc2,267,064$66.29M0.8%-5.3%58.130%
10/29/2024 TrueWealth Advisors LLC62,733$1.83M0.6%N/A1.609%
10/8/2024Dynamic Advisor Solutions LLC54,354$1.59M0.0%+26.8%1.394%
8/6/2024Patron Partners LLC83,249$2.33M1.4%+16.5%2.135%
7/26/2024Cambridge Investment Research Advisors Inc.108,870$3.04M0.0%+2.7%2.792%
7/15/2024Dynamic Advisor Solutions LLC42,866$1.20M0.0%N/A1.099%
7/15/2024RFG Advisory LLC50,828$1.42M0.0%+3.9%1.303%
5/21/2024Atria Investments Inc2,445,018$66.87M0.9%+12.3%62.693%
5/3/2024Patron Partners LLC71,467$1.96M1.2%+212.4%1.866%
4/25/2024Cambridge Investment Research Advisors Inc.106,040$2.90M0.0%+26.6%2.791%
4/16/2024OneAscent Financial Services LLC2,081,255$56.92M6.3%+53.7%54.770%
4/16/2024OneAscent Wealth Management LLC1,117,804$30.57M11.7%+13.9%29.416%
4/11/2024RFG Advisory LLC48,929$1.34M0.0%+1.6%1.288%
2/9/2024Cambridge Investment Research Advisors Inc.83,748$2.09M0.0%+65.3%5.301%
1/25/2024RFG Advisory LLC48,151$1.20M0.0%+10.7%3.048%
1/18/2024Patron Partners LLC22,879$571K0.4%N/A1.448%
1/11/2024OneAscent Wealth Management LLC981,212$24.57M9.8%+41.0%62.102%
1/11/2024OneAscent Financial Services LLC1,353,750$33.89M4.2%+93.3%85.680%
11/13/2023Kestra Advisory Services LLC37,129$835K0.0%+126.9%2.350%
11/7/2023Atria Investments Inc1,352,799$30.44M0.5%+1.9%85.620%
10/24/2023Cambridge Investment Research Advisors Inc.50,679$1.14M0.0%+1.1%3.208%
10/16/2023RFG Advisory LLC43,502$979K0.0%+8.6%2.753%
10/13/2023OneAscent Financial Services LLC700,299$15.76M4.1%+7.5%44.323%
10/13/2023OneAscent Wealth Management LLC695,946$15.66M6.9%-2.1%44.047%
8/4/2023Atria Investments Inc1,327,462$30.48M0.6%+1.2%84.017%
8/3/2023RFG Advisory LLC40,073$920K0.0%+54.6%2.536%
7/13/2023Cambridge Investment Research Advisors Inc.50,119$1.15M0.0%+8.6%3.297%
7/10/2023OneAscent Wealth Management LLC710,779$16.32M7.7%+2.7%46.762%
7/10/2023OneAscent Financial Services LLC651,362$14.96M6.6%+5.1%42.853%
5/10/2023Atria Investments Inc1,311,244$28.95M0.5%-46.7%86.266%
5/9/2023RFG Advisory LLC25,922$572K0.0%+3.9%1.705%
4/17/2023OneAscent Financial Services LLC619,749$13.68M5.6%-42.2%40.773%
4/17/2023OneAscent Wealth Management LLC692,362$15.29M6.0%-44.2%45.550%
4/14/2023 O Connor Financial Group LLC23,232$513K0.4%N/A1.528%
2/8/2023Cambridge Investment Research Advisors Inc.65,797$1.35M0.0%+3.6%3.500%
1/31/2023Atria Investments Inc2,460,924$50.49M1.0%-6.5%130.900%
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1/12/2023OneAscent Wealth Management LLC1,241,649$25.58M12.0%-4.3%45.987%
1/12/2023OneAscent Financial Services LLC1,071,924$22.08M9.4%-4.1%39.701%
11/10/2022RFG Advisory LLC24,055$481K0.0%+25.9%0.865%
11/2/2022OneAscent Wealth Management LLC1,297,061$24.16M12.7%-0.1%46.657%
11/2/2022OneAscent Financial Services LLC1,117,571$20.82M8.3%+5.4%40.200%
11/1/2022Atria Investments LLC2,631,710$49.02M1.1%+2.2%94.666%
10/17/2022Cambridge Investment Research Advisors Inc.63,484$1.18M0.0%-31.1%2.267%
8/13/2022RFG Advisory LLC19,110$407K0.0%N/A0.687%
8/11/2022Atria Investments LLC2,575,050$50.94M1.1%+5.4%92.628%
8/8/2022OneAscent Financial Services LLC1,059,891$20.97M9.5%+7.2%38.126%
8/8/2022OneAscent Wealth Management LLC1,298,831$25.69M13.1%+8.9%46.721%
7/13/2022Cambridge Investment Research Advisors Inc.92,199$1.82M0.0%N/A3.317%
5/12/2022OneAscent Wealth Management LLC1,192,170$27.33M13.6%N/A46.752%
5/12/2022OneAscent Financial Services LLC988,615$22.67M16.2%N/A38.769%
5/2/2022Atria Investments LLC2,442,676$56.01M1.0%+2.9%95.791%
2/14/2022Rockefeller Capital Management L.P.4,377$110K0.0%N/A0.175%
(Data available from 1/1/2016 forward)

OALC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OALC shares?

During the previous two years, 11 institutional investors and hedge funds held shares of OneAscent Large Cap Core ETF. The most heavily invested institutionals were Atria Investments Inc ($66.29M), OneAscent Financial Services LLC ($56.92M), OneAscent Wealth Management LLC ($30.31M), Cambridge Investment Research Advisors Inc. ($3.04M), Patron Partners LLC ($2.52M), TrueWealth Advisors LLC ($2.24M), and Dynamic Advisor Solutions LLC ($1.59M).Learn more on OALC's institutional investors.

Which institutional investors have been buying OneAscent Large Cap Core ETF stock?

Of the 10 institutional investors that purchased OneAscent Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($1.46M), OneAscent Wealth Management LLC ($440.28K), Atria Investments Inc ($309.03K), Patron Partners LLC ($86.13K), TrueWealth Advisors LLC ($75.62K), Cambridge Investment Research Advisors Inc. ($65.03K), and Dynamic Advisor Solutions LLC ($54.35K).

How much institutional buying is happening at OneAscent Large Cap Core ETF?

Institutional investors have bought a total of 2,561,816 shares in the last 24 months. This purchase volume represents approximately $66.87M in transactions.

Which OneAscent Large Cap Core ETF major shareholders have been selling company stock?

The following institutional investors have sold OneAscent Large Cap Core ETF stock in the last 24 months: Atria Investments Inc ($1.45M), OneAscent Wealth Management LLC ($589.21K), OneAscent Financial Services LLC ($452.18K), and Jane Street Group LLC ($33.81K).

How much institutional selling is happening at OneAscent Large Cap Core ETF?

Institutional investors have sold a total of 2,523,455 shares in the last 24 months. This volume of shares sold represents approximately $56.79M in transactions.


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This page (NYSEARCA:OALC) was last updated on 1/19/2025 by MarketBeat.com Staff
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